+45.9%
GILD vs BND
-0.4%
+46.3%
-21.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +0.4% | +3.8% | +3.3% |
| 7D | +9.6% | +0.4% | +9.2% | +8.7% |
| 30D | +20.6% | +2.3% | +18.3% | +15.6% |
| 3M | +29.7% | -1.0% | +30.7% | +31.9% |
| 6M | +33.1% | -0.9% | +34.0% | +34.8% |
| YTD | +44.7% | -0.9% | +45.6% | +45.5% |
| All | +45.9% | -0.4% | +46.3% | +43.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BND.
Daily Out/Under-Performance
Portfolio return minus BND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BND return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded BND wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling